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Notis

Review new proposals from a tagged Asana task

A tag can mark work that needs attention. Notis checks newly created proposals and summarizes possible connections for review.

Trigger

Tag Added to Task

Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.

Action

Get New Proposals

Tool to retrieve all new proposals. use after validating credentials when you need only newly created proposals.

Why this helps

New proposals can be hard to keep in view when tasks are moving quickly and proposal work happens in another system.

  • Make new proposals easier to review in context.
  • Surface possible links between task and proposal details.
  • Reduce routine dashboard checks.

Setup

Build it in a few focused steps.

  • 1Connect Asana and Better Proposals once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel.
  • 3In one instruction, ask Notis to summarize the tagged task and review new proposals for possible matches.
  • 4Pick the Asana Tag Added to Task trigger and choose where run reports go.
  • 5Test with one real tagged task.

Questions about this workflow

Can I use the tag name as context?

Yes. Asana's tag event provides the tag as the event parent. Describe how Notis should use that event context in your instruction.

Will it create or change proposals?

No. It retrieves new proposals and reports possible matches for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Asana to Better proposals. A trigger fires from one place; an action lands in another.

Asana triggers

Better proposals actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

Create Proposal Cover

Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

Tag Added to Task

Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.

TriggerInstant

Get All Document Types

Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

Connect any two apps with Notis in the middle.

Asana and Better proposals, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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